B
CRD: 333952
B.side Investments LLC
Doral, FL
3058012263
$11.3M Total AUM
$11.3M Disc. AUM
-- 3Y CAGR
2 Employees
15 ADV. Clients
1 yrs Firm Age
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- Custodian
- Guggenheim ยท Stonex
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-17-2024
- Office Locations
- 1
Office Locations
-- Doral FL
About B.side Investments LLC
B.side Investments LLC is a Doral-based RIA. The firm has been operating for 1 years. Managing $11.3M in total assets under management, with 1 advisory representatives. They custody assets with Guggenheim and Stonex. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
41 AVG AGE
$11.3M AVG AUM / ADVISOR
$753.1K AVG AUM / CLIENT
0.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Legacy eagle Value momentum Legacy Vital Peak Bridge
Investment Themes
Radial Focus eagle
Investment Vehicles
Focus Meridian catalyst
Services
Insight Vital focus Bridge
Owner & Executives
V
Vinicius Ribeiro
Chief Compliance Officer, Chief Executive Officer, Managing Partner
- CRD
- #4952795
- Ownership
- 75% or more
(562) 601-5470
wave.crest@bridgecapital.com
in linkedin.com/in/peak-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,295,977 | $905,664 |
| Non-Discretionary | $0 | -- |
| Total | $11,295,977 | $905,664 |
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Separately Managed Accounts
Total SMA Asset: $11,295,977
Public Funds:
6.1% Equity - Exchange:
15.9% Cash:
9.8% Corporate - Investment Grade:
7.1% Corporate - Non-Investment Grade:
18.3% Sovereign Bonds:
23.2% U.S. Government/Agency:
19.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $489,742,452 | 6.1% |
| Equity - Exchange | $1,276,541,800 | 15.9% |
| Cash | $786,799,348 | 9.8% |
| Corporate - Investment Grade | $570,028,099 | 7.1% |
| Corporate - Non-Investment Grade | $1,469,227,355 | 18.3% |
| Sovereign Bonds | $1,862,627,029 | 23.2% |
| U.S. Government/Agency | $1,573,598,696 | 19.6% |
| Total | $8,028,564,779 | 100.0% |